SuiteDash

4.8 (569)
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All-in-One Business Software

Overall rating

4.8 /5
(569)
Value for Money
4.9/5
Features
4.8/5
Ease of Use
4.6/5
Customer Support
4.8/5

97%
recommended this app
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569 Reviews

David
David
Overall rating
  • Industry: E-Learning
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Serendipity: I was only looking for a portal, I found everything

Reviewed on 2023/05/22

Oh my experience with suite dish has been...Awesome... I am starting starting a business and I'm...

Oh my experience with suite dish has been...Awesome... I am starting starting a business and I'm all over the place. As a solopreseur I wear all the hats and suite Dash helps me wear them well

Pros

I like that it gives me the ability to run my one man operation with ease out of the box. I'm able to market, develop, and retain relationships with clients.

Cons

The learning management system seems to be a little bit of an afterthought. I would really like for them to beefed up the functionality more there.

Alternatives Considered

Agiled

Reasons for Switching to SuiteDash

When looking at sweet? - the help and the documentation was instantly available literally right there my face so I chose it.

Response from SuiteDash

Hi David,

We're glad to hear that SuiteDash has provided you with the ease of running your one-man operation. We understand the importance of marketing, development, and client relationships, and our platform aims to support you in all these areas.

Regarding your feedback on the LMS, we appreciate your input. We're constantly working to improve our features, and we'll take your suggestion to heart and already have plans to improve the functionality of the LMS.

We're thrilled that our help and documentation were readily available and assisted you in making your decision. Our goal is to provide a seamless user experience, and we're glad it has resonated with you.

We understand the many challenges a solopreneur faces. We're here to support you as you grow your business.

Thank you for choosing SuiteDash and for taking the time to share your feedback. We appreciate your support and look forward to continuing to serve you.

Your friends at SuiteDash

Coach
Coach
Overall rating
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A ton of tools that all integrate

Reviewed on 2023/05/27

SuiteDash solves a major integration problem for us. Everything is tied in and connected to the...

SuiteDash solves a major integration problem for us. Everything is tied in and connected to the company/client, and while we're still working on our implementation, it's looking like the long term winner for our shop

Pros

A quick note, we're still in the middle of our SuiteDash implementation, but here's what I love about SD:1. Everything's integratedFrom email lists to Invoices to portals to LMS, SD is beautiful for small and medium boutique consultancies. We've had multiple platforms, which usually don't talk to each other. All components connect back to the client.2. Everything's accessibleI can share out whatever is needed with multiple people at a shop. My previous platform did not have that capability. And nothing is that hard to implement.3. Everything's still developingEven since starting with SD, we've seen new features appear. It's nice to know that as cool as it is, it's getting better.

Cons

At the time of this writing, there are two features I need that I'm still using another plaform for:1. Native Outlook Online (Microsoft 365) Integration for CalendaringCurrently the only way to integrate Exchange Online is to use Zapier or similar services, which is fine but I'm trying to use less platforms, not more. Google calendar is supported out of the box, which is not a surprise, Google makes their api's open and easy to use. But in my circles, Google Calendar is a mark of amateur night in Dixie, so we moved out of it last year.2. Quizzes for the LMSIt's nice to have an LMS built in, but without a way to validate user consumption, it's not very helpful. Quizzes are supposed to be on the way, and I trust that they are, so I'm looking forward to ditching another platform and bringing that into SD as well.

Alternatives Considered

17hats, Salesforce Platform and HubSpot CRM

Reasons for Choosing SuiteDash

Capability, customer portal more secure

Switched From

17hats

Reasons for Switching to SuiteDash

Everything's already integrated (except Exchange Online for calendaring)

Response from SuiteDash

Hi Coach C,

Thank you for your fantastic review of SuiteDash! We appreciate your feedback and are thrilled to hear that our integrated platform has been valuable for your management consulting firm. We understand the importance of having all the necessary tools in one place and ensuring seamless integration between them.

We're delighted that SuiteDash has provided accessibility and the ability to share information easily with multiple people. Our goal is to simplify implementation and make it user-friendly for our customers. We're constantly working on enhancing and developing new features, and we're glad that you've noticed the improvements since you started using SuiteDash. Our team is dedicated to continuously improving SuiteDash to meet the evolving needs of our customers.

Thank you for choosing SuiteDash and for your positive review.

Your friends at SuiteDash

Mike
Mike
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

A CRM that can't take payments, and an "it is what it is, deal with it" approach from...

Reviewed on 2022/04/01

Overall it's been good. Despite the infuriating load times and confused design, I like the software...

Overall it's been good. Despite the infuriating load times and confused design, I like the software and the community. I also quite like the staff.
But this experience, and the response from [SENSITIVE CONTENT] has left me with a very sour taste in my mouth. I'm rather heavily integrated with Suitedash, so upping and leaving is a big decision but I currently can't trust that they have my interests at heart.

Pros

Suitedash is a great platform when it works. Granted, it's slower than a stoned snail and it's not winning any beauty awards anytime soon, but it's open, and there's buckets of potential.

Cons

I'll start small: It's slow, really slow. I'm waiting 10 seconds between page loads. I have fibre broadband and all that good stuff, and have accessed the platform from plenty of other connections, so [SENSITIVE CONTENT] ' repeat potestations that it's fast for them just don't cut it. It's slow, admit it.
It's ugly. The interface smacks of something made by someone who saw a CRM, and without much design experience, decided they wanted to do things differently. There's a custom CSS area, but it feels strange having to add my own code to stop my CRM from looking like a multi-era nostalgia game drank too much koolaid.

But these are just appetisers. After having ploughed time into setup (grinding 10 second load after grinding 10 second load) it seems they have no idea about European credit card requirements, which have left most of Europe, and now the UK, without Stripe payments processing. When SCA enforcement came into complete enforcement, many of us have been left without a reliable way to get paid.

They have known about this for over a year. Some of their clients tried warning them, but were ignored.

The required work to get their Stripe integration up to date clocks in at around 80 lines of code (I've performed this myself on some of my own personal implementations). I've been told the fix is coming in weeks rather than days, and furnished with a rather lengthy "It is what it is, just deal with it" response from the [SENSITIVE CONTENT]

Response from SuiteDash

This review is quite outdated, and was a rush to judgement as the EU payments process that the reviewer is referring to was released and functional soon after this review was posted.

We do our best to push out features according to the needs and requirements of the Community - sometimes an individual customer will get frustrated that the feature that they need most is not being prioritized, and that's understandable.

The experience described here is not typical, and the loading times description should be judged for yourself - we find the descriptions in this review somewhat exaggerated.

We hope the reviewer will return as a customer and find success!

David
David
Overall rating
  • Industry: Market Research
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Extremely powerful white label solution

Reviewed on 2023/05/16

Extremely positive. After 1-2 days of trying I jumped ship from a different provider and never...

Extremely positive. After 1-2 days of trying I jumped ship from a different provider and never looked back.

Pros

To my knowledge this is one of its kind solution that allows you to create a white label client portal with a lot of extra feature. There are some elements that could be improved, however, SD is so flexible that it's very easy to find workaround and get things done.

Cons

Several things regarding payment could be improved, mainly dynamic recurring payments. However, I was able to simply use Stripe and make it work within SD directly - apart, from that, nothing major. All other things that had to be costumized were customized with few lines of code. Again, nothing major

Response from SuiteDash

Hi David,

Thank you for taking the time to write such a positive review of SuiteDash! We're so glad to hear that you're finding our software to be so helpful and efficient.

We understand that no software is perfect, and we're always working to improve. We'll definitely consider your feedback about improving the payment features, particularly dynamic recurring payments.

We're glad to hear that you're finding the white label client portal to be powerful and flexible. We're always looking for ways to make our software even more user-friendly, and we'll definitely keep your comments in mind as we continue to develop SuiteDash.

We're always happy to hear from our customers, and we're grateful for your support.

Your friends at SuiteDash

Marktwain
Marktwain
Overall rating
  • Industry: Motion Pictures & Film
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best CRM around couple features away from becoming the Best

Reviewed on 2023/05/03

Very effective and efficient

Very effective and efficient

Pros

Flexibility, integrations, workflow, invoicing

Cons

No itemized selections in proposal that tally’s the amount up hinders the ability for clients to upscale themselves

Response from SuiteDash

Hi there!

Thank you for taking the time to share your feedback about SuiteDash. We appreciate your positive comments about the flexibility, integrations, workflow, and invoicing features that our platform offers.

We understand your concern regarding the lack of itemized selections in proposals, which hinders clients' ability to easily upscale themselves. We take your feedback seriously and are constantly working on improving our platform based on customer input. We appreciate your suggestion and will consider it as we continue to enhance our features.

At SuiteDash, we strive to provide an affordable platform that meets the needs of our customers. We are committed to listening to our users and continually growing to help businesses like yours stand out in their industry.

Thank you for choosing SuiteDash as your CRM platform. We value your support and look forward to serving you with even better features and services in the future.

Your friends at SuiteDash

Spencer
Spencer
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A great customer portal, customer service application

Reviewed on 2020/09/25

I will be honest and say I looked at SuiteDash before and didn't give it a fair shot. You do need...

I will be honest and say I looked at SuiteDash before and didn't give it a fair shot. You do need to be willing to watch some of the help videos for set up. Once I did that, I was set up within a day and have a pretty sweet looking customer portal on my website now. I really think they have packed an insane amount of features and customization into one product.

Pros

It creates a great customer interface -- through multiple channels -- email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well. This would have taken me tons of set up time and having to hire a database admin. SuiteDash provides this for a very reasonable monthly fee.

I also love the Flows feature where you can use automations and even use data from the CRM (auto-fill templates with things like contact and company names). Don't overlook the value of this feature! It has the potential to save a lot of time when it comes to automating onboarding and customer communications.

Cons

I would really like Google Drive natively integrated (I'm sure others would like Dropbox). This is high on the list of requested features, so I do think it will make it on their development roadmap.

I can be a tad slow to load at times, but I've read they are also actively working on improvements in speed. I think the feature set well overrides this issue.

Alternatives Considered

Clinked, Onehub and WordPress

Reasons for Switching to SuiteDash

SuiteDash provided the most structure and features without me having to code it or maintain it myself. I felt like I got frustrated with competing products that required too much in the way of coding or maintenance.
Nafiur
Nafiur
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Powerful Business Management Tool For Handling Clients

Reviewed on 2020/10/06

Overall experience is great & smooth. The support is friendly and gracefully handles all the...

Overall experience is great & smooth. The support is friendly and gracefully handles all the feedbacks & suggestions. I love when the [SENSITIVE CONTENT HIDDEN] is involved in the support process, because that shows his commitment and dedication to take the tool to next height. So SuiteDash is definitely on the right track, I believe.

Pros

I love the fact that SuiteDash provides a complete solution for managing every step of a client-based business. I don't have to use multiple tools to handle invoicing, project management, file sharing, client communication, feedback cycle etc. Also, the ability to create a separate white-labeled portal for clients to login and check their projects and collaborate, is just awesome feature to have.

Cons

I strongly believe the UI of the tool can be improved. It's good now, but can be much better. Actually, the tool has so many features & setting options, that it gets difficult sometimes to keep track of them. So I would suggest the team to keep working on the interface and UX, so that the workflow can be even faster than now.

Alternatives Considered

CompanyHub, Zoho CRM and Agiled

Reasons for Switching to SuiteDash

I first came to know about this type of tools from SuiteDash's marketing campaigns. And I was hooked from the first go by the vast opportunity it provides to manage my business very smoothly. Later, I found out quite a few alternatives of tool, but eventually I stuck with this tool because of the humanly support I get from them. Feature-wise, SuiteDash is very competitive with other tools and some of them may have something better, but support-wise, SuiteDash really exceeded my expectations.
Vigneswaran
Vigneswaran
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Complete and reliable business management software with great customer support

Reviewed on 2020/07/31

Our whole team is satisfied with SuiteDash. Our work has been more organized and our customer...

Our whole team is satisfied with SuiteDash. Our work has been more organized and our customer outreach is also improving. No complains from customers while using SuiteDash client portal too.

Pros

1) It has all the software needed to run a business in one place. Email marketing, CRM, Project Management, Client Portal, Invoicing, you name it.
2) Easy and intuitive navigation on their system. Easy to understand and can complete tasks really fast.
3) Automation on repeating tasks. For example adding customer data into the CRM from signup form and performing email marketing.
4) Whitelabel client portal! Previously we were using a different software for this. With SuiteDash, we can provide our client with needed information right from the same software. This saved us alot of time and money.
5) Their customer support is amazing. Really fast response to solve issues. They also listen to customer's requirements and make improvements on the system. Love them for this!

Cons

The system is in improvement stage. Occasionally we do find small bugs but the customer support team has been great to solve them promptly.

Alternatives Considered

Trello, Slack and Asana

Reasons for Switching to SuiteDash

To eliminate the use of different software for different tasks. With SuiteDashm our team was able to run everything from business chat, project management and CRM in one place. And since it combines everything in one place, the pricing is much more affordable. We save alot of money and time with SuiteDash.

Response from SuiteDash

Thank you for your feedback! We really appreciate you reporting any small bugs that you find - we want to do everything we can to improve the platform for everyone.

Ryan
Ryan
Overall rating
  • Industry: Oil & Energy
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

All I need

Reviewed on 2021/04/05

I love it. You will too. It's worth the investment.

I love it. You will too. It's worth the investment.

Pros

Suitedash is pretty robust. It's an all in one business solution that I have been using for my clients. They have a solar company that relies heavily on lead generation. We needed a tool that not only can run my client's business but could make it easy for affiliates to log in to see their book of business. Suitedash handles this perfectly. We create lead forms on our website and all of the information gets setup on our CRM. Zapier integrations are amazing. The software can do much more than that but as my clients grown they will not need to go anywhere else.

Cons

Customer Support is my least favorite. It takes a day to answer our Reponses at times and it's a bit frustrating, given most saas have adequate staff onboard to answer pressing questions etc. Though they have an amazing helpdesk. Everything is well documented - however I wish they would be more proactive with the emails. But I love them none the less.

Alternatives Considered

Salesforce Service Cloud and Pipedrive

Reasons for Switching to SuiteDash

All in one. Has small business owners in mind.
eartha
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

portal setup

Reviewed on 2024/01/17

I am happy with the overall product itself once inside the systems works fine

I am happy with the overall product itself once inside the systems works fine

Pros

SD i like the automation of the systems the task systems i love the customization of it

Cons

I am not really happy about the speed of the systems when the clients get the invite very slow like 1 min to get to the portal

Alternatives Considered

TaxDome

Reasons for Switching to SuiteDash

the price deal special they were running at the time
Tae
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

White Label Portal for Clients

Reviewed on 2020/07/28

Clients have one central location to communicate and upload/download files. As a web development...

Clients have one central location to communicate and upload/download files. As a web development agency, this has been a huge boon. No more email tags and using shared Dropbox and Google Drives to have file exchanges.

Allows me to grant and revoke access to clients and my staff members as their designated roles change.

Pros

The flexibility of the software to control all aspects of communications to customer and staff has been tremendous. It allows me to create a portal branded with my agency where my clients can log into upload files and check off tasks - all without knowing that it was a 3rd party solutions.

It allows me to focus on working on the actual project instead of working the work involved in getting the project moving forward.

The mobile app is a nice touch also with the instructional videos to guide with all aspects of running the software. The videos were very concise and clear and got the lesson across on all the features.

Cons

Because it is so rich with features, there was a lot of videos to watch.

Alternatives Considered

Trello, Nifty and Ora

Reasons for Choosing SuiteDash

The white label branding gave us the "credit" for the portal - including the mobile app. Clinked has a white label solution but for their mobile app, it was very expensive. It also allowed for more flow options and was not as restrictive.

Switched From

Clinked

Reasons for Switching to SuiteDash

Overall ease of use, greater options, white labeling option, better instructional videos, better reviews and recommendation from peers.
Ken
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SuiteDash - a Swiss Army Knife of business apps.

Reviewed on 2020/08/24

I'm loving SuiteDash, once you set it up and get familiar with everything it can do - it's a real...

I'm loving SuiteDash, once you set it up and get familiar with everything it can do - it's a real time saver. Every morning I get an email outlining planned activities for the day. It's great for setting up templates for repeatable things - like projects. Instead of starting from scratch and doing a lot of copy/pasting for each new client project, I can just fire up a template that's ready to go.

All of my client communication is archived in the project, as well as related files. More than anything, I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don't 'talk' to each other.

With SuiteDash, I spend less time managing and more time doing.

Pros

The main thing that drew me to this is the ability to do nearly anything. It's got my invoicing & payment processing integrated into what is now my client portal, so clients can log in and see the payment history, pay invoices, etc.

It's got marketing functions, project/task management, a calendar, automation, reporting, messaging, etc. I can basically cover any sort of client communication or task within this dashboard.

Cons

If I could improve my dashboard, it'd be in two areas:

1. The editing / styling of emails and messages is a little clunky and dated. I'd upgrade that interface.
2. Customizing some aspects, for instance - creating a custom client 'home' page if you're using it as a portal, might be beyond the capabilities of the typical business owner. Though they do have templates, you might need to consult support with these things.

Response from SuiteDash

Hi Ken, and thank you for your feedback! We know that it's tough to start from scratch, so we provide some templates you can use here: https://help.suitedash.com/collection/13-templates

Furthermore, we are working to implement a Template Library feature to the platform soon...so stay tuned ;)

Ben
Overall rating
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A very well-thought-out package.

Reviewed on 2020/09/07

We use Suitedash to organize remote teams, simplify our work flows and ultimately cover many of the...

We use Suitedash to organize remote teams, simplify our work flows and ultimately cover many of the challenges we face in administration, sales, marketing and organization. This way, numerous other applications become obsolete and things can be organized centrally. That’s really worth a lot.

Pros

For me it's the sheer range of functions that makes Suitedash stand out. I was especially pleased that the set-up is very easy thanks to extensive text and even video documentation. My Team now use many features on a daily basis: As a CRM, the software helps us to keep track of customer relations at a central point, to set up and manage appointments and ultimately increase customer loyalty and brand awareness. We will soon use the software as a client portal as well, which will give our customers a useful service tool to saves time (for them and for us). The Software can be whitelabled to a great extent right out of the box, and with a little additional CSS even larger customizations are possible (all strings can also be translated as well, which is great). My Team now shifted our project management to Suitedash since the time recording and billing functionalities come in quite handy - messaging, Kanban-Boards and file sharing with sufficient storage space are there as well. In Short: Because there are so many useful features, it's hard to tell which one stands out the most. Suitedash is just a well-thought-out overall package with lots of use cases for small to medium companies.

Cons

Some features are currently still under development and are therefore not quite perfect. For example, subtasks cannot be moved yet. But I think the Suitesash team is keeping an eye on these little things and will fix them over time. The public roadmap also shows that the team is working hard on the product. So it's all good.

Alternatives Considered

Jira, Trello, Salesforce Sales Cloud and Mailchimp

Reasons for Choosing SuiteDash

The functional scope of Suitedash covers numerous individual applications. Therefore, it makes little sense to not bundle some of the most essential tasks with this suite.

Switched From

Trello

Reasons for Switching to SuiteDash

The fair pricing, the range of features and the friendly Suitedash-Team.

Response from SuiteDash

Hi Ben, and thank you for your feedback! We have even more great things on our updated roadmap, and have been working tirelessly to release new features all the time :)

Verified Reviewer
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Suitedash for my Small Business CRM

Reviewed on 2022/09/07

I really liked Suitedash for its overall flexibility, we are able to custom tailor each customer's...

I really liked Suitedash for its overall flexibility, we are able to custom tailor each customer's profile to precisely what we need. And that's helpful because we are growing and offering more solutions, working with various types of scenarios. Suiteddash allows us to easily scale and offer really custom experiences for various client types.

Pros

I have reviewed 3-6 various CRM solutions that different companies within the Legal professional world have to offer. I chose Suitedash because it provides the ability to white label the customer experience, so when your customer goes to a portal they are still on your website with their branded portal. It's genius!

Cons

There's a learning curve, you need to be sure to watch the getting started series so that you can get the most out of your suite dash account!

Alternatives Considered

Filevine, MyCase, Zoho Desk, Salesforce Sales Cloud and Nimble

Reasons for Switching to SuiteDash

I felt that I was capable of installing the solution myself and I was interested in the appealing price. There are other solutions out there that will do more of the work for you but you end up with a less customized experience. This solution allows me to spend a few extra minutes making customizations and then hit save. This has been amazing when a customer decides to add additional services to their relationship my business.
Robbie
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

"Beyond everything I was looking for..."

Reviewed on 2023/05/19

Pros

Firstly, from the top down the company cares about the success of its customers. It's unrivaled in anything I've ever experienced. From [sensitive content hidden], the entire team and system, there's everything you to achieve max productivity with training, tutorials, on-page guides, and even direct 1 on 1 coaching/training. I was looking for a CRM initially but found that SuiteDash offered much more in the way of customer experience interacting with my brand through the Customer Portal that's fully custom branded. One of the coolest features is "Circles". It made my customer segmentation, and content delivery so easy, and more robust for the customer experience as it allows us to deliver a personalized experience when they log in to their portal. I can share docs, resources, invoices, downloadables, and even a learning section that could be used to walk a customer through an orientation and training of sorts. All of these things enhance our relationship with our cliens. I've hardly scratched the surface of the potential and every day I discover new ways to use the platform to grow reach and influence. The Portal is #1 for me but I say that because all of the other functions are there too, email automation, customer milestone progressions, behavior conditional content delivery, and sales automation. invoicing, proposals, seriously almost everything. It's akin to a fully custom-developed system that would cost multiple 6 figures or more. This thing is the cat's meow!

Cons

The functionality is so robust there are many options that require some study to get up to full speed. Although the options and customization features are really straightforward and intuitive, i.e. they tend to be where you think they'd be, it still takes a little time to get acquainted and learn the lay of the land. That said, the support is fantastic and [sensitive content hidden] has invested a ton in creating tutorials throughout on virtually every detail. I'm a slow learner, but I believe if it's worth shortening the learning curve they do offer direct help with setup and training.

Reasons for Choosing SuiteDash

SuiteDash offered so much more functionality and streamlined! Everything works so well it's hard to beat. The other aspect is that customer support is a delight to get assistance from. They really care about their customers, as I think other companies do too, but the team at SuiteDash really has a handle on it and are extremely competent.

Switched From

EngageBay CRM

Reasons for Switching to SuiteDash

It's truly an All-in-one system with all aspects of client acquisition to relation management, content delivery, Learning Management, Marketing and Automation... there is so much here and it's so seamless to use, everything is where you think it would be - very intuitive. Moving to SuiteDash was No-brainer! Unlimited Contacts is huge too!

Response from SuiteDash

Hi Robbie,

Thank you so much for your detailed and thoughtful review of SuiteDash! We are so glad to hear that you are finding our platform to be a valuable tool for your business.

We appreciate your feedback on the functionality of SuiteDash, the customer support, and the overall experience. We are always working to improve our platform and add new features, so please continue to provide us with your feedback.

We are particularly proud of our customer support team. We believe that providing excellent customer support is essential to our success, and we are committed to providing our customers with the best possible experience.

We are also glad to hear that you are finding SuiteDash to be a valuable tool for your growing company. We know that growing pains can be difficult, but we are confident that SuiteDash can help you to manage your business more efficiently and effectively.

We are so glad that you are a valued SuiteDash customer!

Your friends at SuiteDash

Duane
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SuiteDash is THE Client Portal.

Reviewed on 2023/05/23

We use SuiteDash on the daily and in all aspects of our business. We find SuiteDash to be user-frien...

We use SuiteDash on the daily and in all aspects of our business. We find SuiteDash to be user-friendly and very Client forward, which has been a game changer for us.

Pros

SuiteDash allows me to have all my Client information and communications in one location and is always available to the Client. One of my favorite features is the integration with our website which allows me to direct our clients to our website on the daily which allows us to always have out latest messaging front and center.

Cons

If there is a con it is wrapped in the strength of the product and that is its infinite customization ability. This is not a con but more of a rub as with great power comes great responsibility. So your initial configurations might take a bit longer on SuiteDash but you are able to do things on SuiteDash that no other product allows. So its Con is actually its greatest strength.

Alternatives Considered

Zoho CRM, ClickUp and HubSpot CRM

Reasons for Switching to SuiteDash

SuiteDash is a complete offering that doesn't force you into additional purchases, everything is there and is fully functional.

Response from SuiteDash

Hi Duane,

We're thrilled that SuiteDash has provided you with a centralized location for all client information and communications, ensuring accessibility for both you and your clients.

We understand that the customization ability may require longer initial configurations, but it's also the product's greatest strength, enabling you to do things that no other product allows.

We're delighted that SuiteDash has become an integral part of your daily business operations and has been a game changer for you. Thank you for your feedback and support!

Your friends at SuiteDash

Tnaz
Overall rating
  • Industry: E-Learning
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

I've bought at least three portals since I became a member!

Reviewed on 2023/12/07

I purchased 3 client portal from them over the span of 2 years, so that says alot. And I keep...

I purchased 3 client portal from them over the span of 2 years, so that says alot. And I keep coming back...lol

Pros

When i first signed up, I didn't really care for it. But after creating my cleint portal, i realized what a rare gem i found.

Suitedash has a really strong loyal community, and i became one. Largely because of the following:
a. Support is super fast and efficient. They know what they are doing.
b. They are constantly offering lifetime deals which saves you thosuands in the future
c. Suitedash is always improving and their product roadmap is constantly being worked on and features being added, ehich makes the lifetime deals worth it.
d. The final product looks gorgeous and you can really personalize the cleint portal to your hearts content.
e. Other members create and offer templates which you can copy for free
f. They really do listen to their customer base

Cons

Email notifications are great for forms and everything else. However, there are no notifications for when someone sends you a live chat from within the portal.

I hope in the future that this changes.

I wish there were more updated templates, as it can be frustrating setting up client pages if you are completely new. There is a bit of a learning curve, but there is a youtube academy for it, if you are patient. LOL.

Which there were more app integrations and which zapier integrations had more triggers.

Alternatives Considered

Fusebase (Formerly Nimbus)

Reasons for Switching to SuiteDash

It has everything I needed to create a truly white label client portal for a more affordable price

Response from SuiteDash

Hi there,

Your thorough review of SuiteDash is appreciated. We're thrilled to have you in our community. Your positive feedback on our support team, lifetime deals, continuous improvement, and personalization aligns with our goals.

Your acknowledgment of our commitment to listening to our customer base is encouraging. We appreciate your constructive feedback on live chat notifications, templates, and app integrations. Your loyalty, evident in your three client portal purchases over two years, is greatly appreciated.

Thank you for choosing SuiteDash. We look forward to continuing to meet your needs and enhancing your experience.

Thanks,

Your friends at SuiteDash

Jesika
Overall rating
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Client Onboarding & Management Streamlined

Reviewed on 2020/08/11

I love the fact that Client onboarding, contracting, invoicing, white-label client on log in can be...

I love the fact that Client onboarding, contracting, invoicing, white-label client on log in can be accomplished under one roof. One word, streamlined.

Pros

I want to compliment the high level of customer support that I have received from the SuiteDash team this past year. They have improved their functions, site speed, and features that were not previously there before a few years back. I've watched and followed the progress of this company for quite some time now. I'm proud to say that we are now and full fledge Pinnacle user. We've also set up a few startup companies to use this CRM system as well. I love that they provide us with an insight/roadmap to a forecast of their progress in implementing new and upcoming features, it's exciting to see as an existing user. They're many CRM platforms out there, and it appears that they are looking into becoming, a one size fits all type of system. Keep up the great work!

Cons

I'm impatient, so having to wait for new features to become live is dreadful. Would like to see questionnaire forms improved.

Alternatives Considered

Plutio, Dubsado and Agile CRM

Reasons for Choosing SuiteDash

Client asset review approval/decline functionality feature.

Reasons for Switching to SuiteDash

The upcoming roadmap of the new and improved functions and features.

Response from SuiteDash

Hi Jesika, and thank you for your feedback! We are proud that you have been following our progress and have seen our improvements. We want to get our new features out ASAP - but we have to thoroughly design and test everything we do to ensure it is a good experience for our customers.

If you have any suggestions to improve our questionnaire forms, don't hesitate to send them to [email protected] :)

Douglas
Overall rating
  • Industry: Design
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

The All-in-one business/project management platform I've been looking for.

Reviewed on 2020/09/16

I've looked for an affordable all in one business management system like this for about 2 years. No...

I've looked for an affordable all in one business management system like this for about 2 years. No matter how far I got into all the ones I tried, they never met our companies needs. Suitedash has come the closest by far and once they work out a few issues and improvements I'll be 100% happy. Also, great customer support!

Pros

The completeness of the platform. Almost everything you would need to do from a business or project management standpoint is available here. Suitedash is now the main hub of all of our business activities.

Cons

The user interface isn't great. However I understand how difficult this must be with all the features they offer. Also the contract generation process is a little confusing and not flexible enough. However they are addressing that with an update that should be out any time now.

Alternatives Considered

Plutio and Zoho One

Reasons for Choosing SuiteDash

And.co does it does well. But Suitedash is much more comlete.

Switched From

Fiverr

Reasons for Switching to SuiteDash

More features. Better value. Overall a more complete platform.
Joyce
Overall rating
  • Industry: Consumer Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Perfect for small businesses

Reviewed on 2020/08/05

Pros

It has a lot of features. But I'm especially in love with the client portal and Circles. For my company, we deal with different industries and being able to group them into various Circles and present them with information that are highly relevant and targeted for their industry is a winner in my book.

The team has this incredible roadmap that shows that they really listen to the users. For eg, a collaborators role is coming up which I'm particularly excited about because we do work with a lot of third parties that aren't our employees but are still vital to our business nonetheless.
Also, a support ticket system and proposals creation system coming up.

Like seriously, it's incredible and once those 3 features are live, for me personally, it has everything a company can ever need. Except maybe automations and API for integration with Pabbly.

Cons

In terms of onboarding, because this is a software with a huge variety of functions, it will be better if there are onboarding videos for different industries. OR, perhaps have a checklist of features available, what each feature does and the link to the help article or video tutorial to setup the feature. It can be in the form of a PDF guide with links.

That way, I can refer to the checklist to have an overview of what I need and also refer to it to know what's already been setup, what hasn't been done and what needs to be worked on etc. Much easier to keep track and will make the whole setup process a lot smoother and intuitive.

If the checklist includes a section that contains "pre-checked" checklist for different industries, that will be even more helpful! Some sort of case study to help us better understand why SuiteDash is setup in a particular manner for a particular niche and how it helps the company grow.

Alternatives Considered

Agiled

Reasons for Choosing SuiteDash

Compare this with another CRM I was using previously and shelling out big bucks on a monthly basis: Bitrix24, which was buggy, support was slow to respond especially for tech issues. And if you ever need help with automation or their business designer tool, you're either on your own or you have to pay extra to hire one of their official partners to help you. And that's at a price of $750/hour in my area! Not only that, you can never get a refund the moment you paid. Case in point: initially, I was able to connect my office landline to it and it worked beautifully. So I topped up my credits. Then they changed their terms and removed the telephony connection that I’ve already setup. With this change, I can only use the telephony service if I rent/buy a number. As I didn’t want to rent or buy another telephone line, I decided not to use their telephony feature and asked for my money back since the credits can’t be used anymore. They quoted me their no-refund policy.. There’s still more than 6 months till the end of my Bitrix subscription. But I’ve already moved on to SuiteDash to save myself from the endless cycle of frustration and disappointment I’d been going through since using Bitrix. And I think it's the best decision I've ever made since I founded this company.

Response from SuiteDash

Hi Joyce, and thank you for your review! Your suggestions will help make SuiteDash even better. We appreciate your valuable insight on how we can improve our platform.

Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

THE BEST by far

Reviewed on 2021/06/04

I have literally taken my business to the next level, thanks to SuiteDash. It has allowed me to...

I have literally taken my business to the next level, thanks to SuiteDash. It has allowed me to have an incredibly professional tool to onboard my clients, manage them, manage my entire sales process (thanks to their CRM), have conversations with my entire team,... Benefits are almost endless. Their pricing is just great as well. Very, very affordable for what you're getting.

Pros

I lke almost EVERYTHING about SuiteDash. It's one of the most amazing software applications I have ever used. I especially love the FULL white label functionalities. I am able to use SuiteDash as my own fully branded client environment ánd tool for collaboration with staff. It's an all-in-one tool and they keep expending their features and possibilities every week. They listen to feedback of their customers, so every update and new feature they release is based on votes of their community. But on top of that they also have a true community where people can start discussions etc. to boost their ideas and suggestions further. SuiteDash has been around for quite a while already, yet they still function as a VERY personal and flexible company. I was especially impressed by the fact that I received a personal postcard, which they sent all the way from the USA to Europe, signed by the [SENSITIVE CONTENT HIDDEN] of SuiteDash and including his personal email address. WOW, just WOW. Working with software providers, businesses like these, really make what I do even more fun and rewarding. Truely. If you wanna be happy, use SuiteDash in your business - LOL!

Cons

There's only 2 things I don't like about SuiteDash currently, both of which will be resolved in future:
- We hardly have any flexibility to design our invoices (in contradiction with the contracts, estimates etc. which we can fully design into very impressive documents) and they aren't focused on the European market yet which means we have to use workarounds to comply with regulations etc. They are already working on this though and hoping to release templates etc. soon.
- Secondly, as mentioned before, they don't have the payment processor integrated that I like the most. ZOHO Invoice has that integration, that's how I know. It's a smaller company but they are very professional and very cheap, hence why an integration with them is so important.

Olivia
Overall rating
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing. I'm so glad I found this!

Reviewed on 2023/01/13

Pros

I've been blown away by how much Suitedash has been able to streamline my business. I used to have multiple subscriptions to different services and tools but since migrating to Suitedash, I feel so much more organised knowing everything is in one place.I'm also excited by the fact that there are even more things it can do that I haven't even explored yet (I feel like as my business grows, it'll be able to support me). I love how customisable everything is, they've really gone into a lot of detail to make their app adaptable to lots of different people's needs; I'm yet to find something I can't do with this thing.

Cons

There is a bit of a learning curve, but it became intuitive once I learned the basics. As there's so much you can do with it, it can be a lot to take in at first but their documentation is awesome! They have a "lifesaver" button on each page which provides quick access to the specific documentation for that part of the tool, which means it's easy to work out bits and pieces as you go and as you need them.

Alternatives Considered

HoneyBook, Dubsado and QuickBooks Solopreneur

Switched From

Dubsado
Mukhtar
Mukhtar
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Beyond the Dream!

Reviewed on 2023/04/14

SuiteDash is not only an excellent provider of a superior All-In-One business portal. They are also...

SuiteDash is not only an excellent provider of a superior All-In-One business portal. They are also an exceptional provider of essential and continuing thoughtful customer support. Which by itself, makes this a thrilling and rare acquisition.

Pros

Xtreme White Labeling! Our agency strives to provide our clients with a seamless, unified, and intuitive user interface and user experience. SuiteDash scores top marks in making us a hero to our clients who we then make heroes to theirs. Highly customizable is a gross understatement in describing the software. There is great attention to detail in implementing fixes and features. They even completely rethought and reconfigured a substantial and keenly integral piece of the CRM so that it would better serve the prevalent current and emerging future use cases suggested by a majority of loyal users. Custom SMTP email. Time tracking is a breeze. Payment Processor Integrations and API, yeah we must not forget to mention that! Flows and Funnels are real here. SuiteDash remains on the cutting edge with automation forward, front, and center operation in every fiber of the culture, philosophy, practice, and improvement.

Cons

When peering over the fence into the lives of the business portal newcomers, with their flashy UIs, it's easy to get a little wistful for a bit of the bling of a shiny, more modern UI/UX. The project planning features can use some TLC. This is nitpicking at its finest. SuiteDash overall is a stellar performer and solution bringer. SuiteDash can shatter the confidence of the novice who is light on business planning, strategic problem solving, or conditional logic experience. Yet, it remains one of the most well-documented and community-supported SaaS platforms that we have ever used. This capacity for shattering comes with being so adept at doing so much, so well that it can be overwhelming when its time to decide which thing to do and when.SuiteDash is not the villain here. Rather we profess that it is the nature of the problems that demand the solutions that SuiteDash is so capable to resolve, which is the root of novice angst. Thankfully, there are professional geeks out there in the SuiteDash community and elsewhere who thrive in that space of crafting the near-perfect startup setup.

Response from SuiteDash

Hi Mukhtar,

Thank you for the amazing feedback on SuiteDash! We're thrilled to have had such a positive impact on your agency and clients. Our Xtreme White Labeling, deep customization, and attention to detail make us a top solution.

We're continuously improving, with a focus on automation and user experience. While we understand the desire for a more modern UI/UX and enhanced project planning, we greatly value your suggestions. Our commitment to documentation and customer support sets us apart.

Thank you for choosing SuiteDash as your All-In-One business portal. We are dedicated to providing you with exceptional software and continuing support to help your agency thrive.

Your friends at SuiteDash

Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Nothing else comes close

Reviewed on 2023/05/16

Pros

What I love most about SuiteDash is how it bundles a ton of essential business tools into one platform. No more app-hopping! Plus, the client portal feature is pretty slick – makes communication with clients a breeze. The project management and invoicing tools save me tons of time too. Good stuff!OH WAIT! Also, HIPAA compliance was a huge selling point for me.

Cons

The financial reporting functionalities are almost non-existent. They say they're working on them, so I hope that changes. It's still amazing software.

Response from SuiteDash

Hi there!

Thank you so much for your review! We're so glad that you're enjoying SuiteDash.

We're always working to improve, and we're glad to hear that you're finding the client portal feature to be slick, and that the project management and invoicing tools are saving you time. We're also glad to hear that HIPAA compliance was a huge selling point for you.

We understand that no software is perfect, and we're always working to improve. We'll definitely consider your feedback about the financial reporting functionalities, and we'll look into ways to improve them.

We're always happy to hear from our customers, and we're grateful for your support. We hope you'll continue to enjoy using SuiteDash.

Thank you again for your review!

Your friends at SuiteDash

Brandy
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I LOVE SuiteDash!!!

Reviewed on 2023/08/29

I recommend SuiteDash ALL the time!! It’s a one stop shop for “tech stack”! It’s all you need....

I recommend SuiteDash ALL the time!! It’s a one stop shop for “tech stack”! It’s all you need. People ask me “what is your tech stack” and I just say SuiteDash! That’s all you need! They’re support is amazing! I always have a reply within hours and especially by the next day! And their support is always helpful the first try. No need to be sent to another department or escalated ticket because the first person you reach knows their stuff! And the product itself is phenomenal!! I never find the need to seek any other service for my business or clients. SuiteDash has it all! I can’t recommend them enough!

Pros

What is not to like?! ALL the ability to customize to my individual company needs. No sales pitch EVER to up sale me on their “latest & greatest” products. Continue to roll out new features at no additional cost. The ability to easily share documents with my clients is phenomenal! The phone app is amazing!

Cons

Nothing! There is seriously nothing I can think of that I would change or need for my accounting firm from SuiteDash.

Response from SuiteDash

Hi Brandy,

We can't thank you enough for your glowing review of SuiteDash. It's heartening to hear that you've had such a positive experience with our platform.

We're delighted to know that you find our customization options perfect for your accounting firm's individual needs. Providing value without hidden costs is something we take pride in, and we're thrilled to hear that you've benefited from our continuous feature updates.

Your enthusiastic recommendation means the world to us. Being your one-stop-shop is precisely what we aim for. We're committed to delivering top-notch support, and it's fantastic to hear that you've found our team knowledgeable and helpful.

Thank you for making SuiteDash your trusted partner for your business and clients. We're here to support you every step of the way, and if you ever have more feedback or need assistance, don't hesitate to reach out.

Your Friends at SuiteDash